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Ely Prudent Portfolios, LLC (Chico)


Ely Prudent Portfolios, LLC is an adviser based in Chico. It manages $54.2 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Ely Prudent Portfolios provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ely Prudent Portfolios: assets under management

The assets under management (AUM) of Ely Prudent Portfolios, LLC is $54.2 million. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.39 million in discretionary accounts and $10.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ely Prudent Portfolios, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chico

The principal office where Ely Prudent Portfolios, LLC performs its advisory services is located at 40 Philadelphia Dr, Chico, CA 95973 5000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-895-0636 or by fax 530-895-2713. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.elyportfolios.com.


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